See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,718 | $180,449-46.4% | $154,107-37.2% | $135,375-28.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.44% | 888.09%-897.5pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,350 | $6,035-61.1% | $5,298-55.6% | $4,779-50.8% |
| Participant deferral / active EE | $7,350 | $5,806+26.6% | $5,081+44.7% | $5,609+31.0% |
| Admin fee / account holder | $192 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |